Named after Section 1035 of the Internal Revenue Code, a 1035 exchange allows life insurance policy owners (and annuity contract owners) to exchange an old policy (or contract) for a…
KenFebruary 12, 2014
Market news, retirement advice & planning tips.
Investing in your own business makes sense. Many businesses achieve significant growth each year. However, when you consider that many small businesses fold every year, it becomes clear that banking…
KenFebruary 12, 2014
There are a variety of retirement planning options that can meet your needs. Your employer funds some; you fund some. Bear in mind that, in most cases, early withdrawals before…
KenFebruary 12, 2014
People have traditionally seen Social Security benefits as the foundation of their retirement planning programs. The Social Security contributions deducted from workers’ paychecks have, in effect, served as a government-enforced…
KenFebruary 12, 2014
Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to ssa.gov/estimator. The retirement estimator gives…
KenFebruary 12, 2014
A self-employed retirement plan is a tax-deferred retirement savings program for self-employed individuals. In the past, the term "Keogh plan" or "H.R. 10 plan" was used to distinguish a retirement…
KenFebruary 12, 2014
If you want to participate in the potentially attractive returns of a market-driven investment but would also like a guaranteed return, an indexed annuity might be worth checking out. The…
KenFebruary 12, 2014
When it comes to receiving the fruits of your labor — the money accumulated in your employer-sponsored retirement plan — you are faced with a few broad options. Should you…
KenFebruary 12, 2014
Traditional individual retirement accounts (IRAs) can be a good way to save for retirement. If you do not participate in an employer-sponsored retirement plan or would like to supplement that…
KenFebruary 12, 2014
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